Kingswood Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Kingswood Wealth Advisors’s Portfolio FDN Stock Details FDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$599K	Hold	2,264	–	–	0.02%	558
2026 Q1	$530K	Hold	2,264	–	–	0.03%	529
2025 Q4	$609K	Buy	2,264 +176	+8%	+$48.2K	0.03%	475
2025 Q3	$584K	Buy	2,088 +565	+37%	+$155K	0.04%	445
2025 Q2	$410K	Buy	+1,523	New	+$366K	0.03%	469

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingswood Wealth Advisors's FDN Position: Q2 2026 in Review

Kingswood Wealth Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2026 at 2,264 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #558.

Kingswood Wealth Advisors first reported a position in FDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $609K in Q4 2025. 583 funds tracked by Wall St. Rank hold FDN as of Q2 2026.

Kingswood Wealth Advisors held 2,264 shares of First Trust Dow Jones Internet Index Fund ETF worth $599K as of Q2 2026.
Kingswood Wealth Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2026.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #558 holding.
Kingswood Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2025 and has held it in 5 quarters since.
Kingswood Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $609K in Q4 2025.
583 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.